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Former Member

Assigning Taks to Contact Persons in Mobile Sales

Oct 05, 2005 at 07:55 PM | 6 Views

hey,

I am not able to assign tasks to contact persons in Mobile Sales.

it is giving out error saying No suitable function exists in which this contact person can be assigned tot he activity for the selected transaction

I am able to assign business activity to the contact person

any suggestions

CRM WebClient UI
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1 Answer

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    Former Member
    Oct 05, 2005 at 08:13 PM

    Shouldn't tasks/activities be assigned to employees?

    Contact persons are people outside of the organization...

    --> so normally they shouldn't perform tasks within the organization...

    Why do you want to assign a task/activity to a contact person? Or do you mean assign the contact person to a task (as a partner)?

    Michael.

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    • Former Member
      Oct 05, 2005 at 09:10 PM

      hi

      we want to assign tasks like follow up email or phone call etc to a contact person.

      we are not able to assign these tasks to the contact persons.

      We are in CRM 4.0